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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-07 |
| TX | RA | APPROVED | 2022-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | San Francisco | CA | 08/2012 | 02/2018 |
| Jefferies Llc | San Francisco | CA | 03/2018 | 07/2021 |
| Jefferies Llc | Miami | FL | 07/2021 | 08/2022 |
| Unemployed | Miami | FL | 09/2022 | 09/2022 |
| Jpmorgan Chase Bank, Na | Miami | FL | 10/2022 | Present |
| Jpmorgan Securities Llc | Miami | FL | 10/2022 | Present |
| Barry University | Miami Shores | FL | 09/2025 | Present |
Entity Name: Barry University Investment related: No "Address: https://www.barry.edu/en/ 11300 NE 2nd Avenue, Miami Shores, Florida 33161" Nature of the other business: Educational Position/Title/Relationship: Employee/Contractor Start Date: 09/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Local private University where i will be acting as a part time adjunct professor, mainly providing career insights to students looking to break into finance. Entity Name: Miami Dade College Investment related: No "Address: https://www.mdc.edu/, 300 NE Second Ave. Miami, FL 33132" Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 09/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a public university and I would be an adjunct professor teaching a class on either "Principles of Business" or "Intro to Wealth Management."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-28 |
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